See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $513,534 | $180,449+184.6% | $154,107+233.2% | $135,375+279.3% |
| Participation rate | 16.7% | 87.4%-70.8pp | 83.0%-66.4pp | 82.6%-66.0pp |
| Annual return | -7.99% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,333 | $6,035-77.9% | $5,298-74.8% | $4,779-72.1% |
| Participant deferral / active EE | $7,435 | $5,806+28.0% | $5,081+46.3% | $5,609+32.6% |
| Admin fee / account holder | $981 | $16,143-93.9% | $13,411-92.7% | $10,827-90.9% |